Financial Planning Explained

A Few Words

Financial Planning Is Not Just About Retirement Planning

Whatever stage of life you’re at, financial decision you need to make or goal you’re trying to achieve, the team at Everalls Wealth Management can help make sure you’re on the right track.

Financial planning is all about you and your goals. The plans you have. What you want and what you need.

Exceptional Service

10 Reasons You Should Come To See Us At Everalls Wealth Management

  1. We are licensed by a boutique licensee with NO in-house products/investments.
  2. We do not receive any commission from investment product providers.
  3. We are a fee-for-service and advice firm.
  4. We deliver result driven plans tailored to meet your goals.
  5. We are holistic and comprehensive in our approach to wealth, taking into consideration your individual goals, values and lifestyle choices.
  6. We work with a ‘whole of market’ access approach working across Industry funds, Retail Funds and SMSF’s to find the right investments for you.
  7. We are backed up by the considerable experience of the DFK Everalls team, providing you with a sophisticated and tax effective strategies.
  8. Our team has a combined experience in the wealth management space in excess of 50 years. We have guided many clients to successfully transition to retirement and achieve their financial goals. 
  9. We will help you make ethical decisions around your investments, including advice on sustainability focussed investment funds and firms.
  10. We currently work with and are trusted by some of the most successful business owners and professionals in the ACT.

Testimonials

What Our Clients Say About Working With Us

Bob has been fantastic. He is very knowledgeable, great at making things easy to understand and a pleasure to work with. I would recommend him to anyone.

G. Futcher – Creative Director

Bob took the time to help me think through my priorities, to develop a portfolio approach which will set me up for the future – I particularly appreciate his expertise and careful attention to my personal circumstances.

Dr. Burgmann – CEO

Bob really knows what he is talking about. I work in finance and know a fair bit about financial management from a corporate sense however, I had very little knowledge of my options when it came to my personal finances. Bob helped me unpack the complexities associate with my financial position and helped me create a path for the future.

A. Nass – Investment Banker

I found working with Bob extremely easy and a very professional experience. Highly recommended!

J.Liddle – Entrepreneur/Author & Speaker

Bob was very professional, clear and precise and had my interest in mind during all meetings. Easy to work with and supportive, informative and friendly.

L. McKenzie-Brock – Event Manager

“Bob is a passionate professional with a strong will to make a positive social impact – be it through the genuine values in his business or the causes that he contributes to. His support for Empower’s work in supporting rural entrepreneurs in Malawi has been inspiring – especially as he was our first impact investor and will be joining me in Malawi to see the fruits of our labour in person in 2013!

I have no hesitation in recommending Bob’s services as a Financial Planner. He has both the skills and integrity to deliver his clients the most viable solution for their needs.”

S. Samarakoon – Executive Director

Bob understood my financial situation and provided a clear path to achieve stability for my financial future.

A Hawes – Private Client

Bob’s personal mission to help his clients in a complete sense has lead him to acquire far reaching knowledge and methods that ensure results are far above what could normally be expected of most professionals.

S. Flecknoe-Brown – Property Buyer & Manager
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